Unit Project: Creating My Financial Goals Roadmap

Apply what you've learned to create your personal Financial Goals Roadmap.

Project Overview

In this project, you'll create a personal Financial Goals Roadmap. Follow these steps:

  1. Review your goals: Look at all the goals you've identified so far.
  2. Select and refine: Choose 5-7 goals, ensuring a mix of short, medium, and long-term objectives. Refine each goal using the principles we've discussed.
  3. Plan your approach: For each goal, outline:
    • Specific steps you'll take to achieve it
    • Potential obstacles and strategies to overcome them
    • How you'll track your progress
  4. Visualize your goals: Create a visual representation of your goals (e.g., a timeline, vision board, or mind map)
  5. Reflect: Write a brief reflection on how achieving these goals will impact your life

Tips for Success

  • Use the SMART criteria to refine your goals
  • Consider potential obstacles and plan strategies to overcome them
  • Be realistic about your current circumstances and resources
  • Align your goals with your personal values and long-term aspirations
  • Don't hesitate to seek advice from trusted adults or financial experts

Submission Guidelines

Your Financial Goals Roadmap should include:

  • A list of your 5-7 refined financial goals
  • A detailed plan for each goal, including steps, potential obstacles, and tracking methods
  • A visual representation of your goals
  • A brief reflection (300-500 words) on the impact of achieving these goals

Remember, this roadmap is a living document. As you progress through this course and gain more financial knowledge, you may need to revisit and adjust your goals.